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FrankatMSC
FrankatMSC
Level 4
April 7, 2025
Solved

Scenario to regularly loop thru active projects

  • April 7, 2025
  • 1 reply
  • 496 views

I have 2 custom fields that I use a watch events module to filled in whenever certain tasks are completed.  This works for projects going forward but I need to fill in the custom fields values for active projects where these tasks have already been completed.  Is there to way regularly loop through active projects and if the tasks I'm looking at are completed to fill in the custom fields?

 

Thanks in advance for any and all help

 

Frank

Best answer by Lawson02

You can start your fusion scenarios with any module you want, you just need to schedule it to run. In my experience for scenarios like these I usually start with a search module to find only projects that would be relevant and then have a filter after the search if there's anything I cannot query in the search module (objectCategories). I schedule these hourly, daily, or weekly based on scenario outlines given to me. I like the search module because it has the same functionality as the read modules allowing for collections of associated objects to be queried right after in a filter, lastNote, objectCategories, task list, etc...

1 reply

Lawson02
Lawson02
Level 6
April 7, 2025

Search module on hourly / daily interval, Define what active means to you, for me it would mean Status does not equal Complete, Cancelled, On hold, custom field is on project and not value I'm looking for, after search module filer through task collections based on task name and see if task:status is complete

For the second part you would need to do
map(tasks[]; name) contains {taskName1}

AND

map(tasks[]; status) equals CPL

OR

...

 

FrankatMSC
FrankatMSCAuthor
Level 4
April 9, 2025

Hi @lawson02 OK I definitely see what you are saying but forgive my newness to Fusion but don't I have to start all my scenarios with a trigger?  Because they only look a new or updated actions.  I want to look through every active project

regardless.  

Lawson02
Lawson02Accepted solution
Level 6
April 9, 2025

You can start your fusion scenarios with any module you want, you just need to schedule it to run. In my experience for scenarios like these I usually start with a search module to find only projects that would be relevant and then have a filter after the search if there's anything I cannot query in the search module (objectCategories). I schedule these hourly, daily, or weekly based on scenario outlines given to me. I like the search module because it has the same functionality as the read modules allowing for collections of associated objects to be queried right after in a filter, lastNote, objectCategories, task list, etc...

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